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SIA

Strategic Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 17.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.55M
3
+$2.84M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.67M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.62M

Top Sells

1
+$3.21M
2
+$2.96M
3
+$1.95M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.88M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.82M

Sector Composition

1 Technology 4.28%
2 Healthcare 2.61%
3 Communication Services 1.64%
4 Utilities 1.58%
5 Financials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-2,844
177
– –
-8,511
178
– –
-32,662
179
– –
-6,866
180
– –
-31,384
4 5 6 7
8